Advisor moves

Arrivals at U.S. Bancorp Investments, Inc.

1,504 moves
AdvisorFromToTypeLeftRegistered
Gilbert GilMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherJun 20, 2017Jun 19, 2017
Jonathan Lee HylandEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherJun 17, 2017Sep 5, 2017 (80 d)
James Howard DockensFulcrum Capital, LLC otherU.S. Bancorp Investments, Inc. otherOtherJun 12, 2017Sep 18, 2017 (98 d)
Christopher John LeweinBmo Harris Financial Advisors, Inc otherU.S. Bancorp Investments, Inc. otherOtherMay 30, 2017May 31, 2017
Zachary Mano GilsonMorgan Stanley wirehouseU.S. Bancorp Investments, Inc. otherOtherMay 24, 2017Jun 1, 2017
Anthony Christopher RueMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherMay 11, 2017May 9, 2017
Nathan Jon SchwichtenbergWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherMay 3, 2017Apr 28, 2017
Ryan Christopher DoranPnc Wealth Management otherU.S. Bancorp Investments, Inc. otherOtherMay 2, 2017Mar 12, 2018 (314 d)
Michael Craig LorenzenPnc Wealth Management otherU.S. Bancorp Investments, Inc. BD affiliatedOtherMay 1, 2017Dec 13, 2018 (591 d)
Kayleen Elizabeth SchultzHightower Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherApr 18, 2017May 22, 2017 (34 d)
Donald G ThomasMML Investors Services, LLC otherU.S. Bancorp Investments, Inc. BD affiliatedOtherApr 6, 2017Aug 20, 2018 (501 d)
Lindsey SpragueWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherApr 6, 2017Apr 18, 2017
Melissa Rae BestulAdvisornet Wealth Partners otherU.S. Bancorp Investments, Inc. otherOtherApr 4, 2017Jul 10, 2017 (97 d)
Michael Andrew BrandonThrivent Investment Management Inc. otherU.S. Bancorp Investments, Inc. otherOtherMar 28, 2017Mar 27, 2017
Lauren GriggsAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 16, 2017Jun 5, 2024 (2638 d)
Jeffery PerkinsAvantax Advisory Services otherU.S. Bancorp Investments, Inc. otherOtherMar 3, 2017Feb 22, 2017
Cheryl Annette BurressWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherMar 2, 2017Feb 27, 2017
Peter ChowEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherFeb 27, 2017Feb 27, 2017
Kristin Lauri MullinsHuntington Financial Advisors otherU.S. Bancorp Investments, Inc. otherOtherFeb 23, 2017Feb 22, 2017
Mark Alan GerardiU.S. Bancorp Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherFeb 16, 2017Feb 16, 2017
Carlos Alberto SanchezJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherFeb 8, 2017Feb 2, 2017
Laura Jeannine HalseyJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherFeb 8, 2017Feb 9, 2017
Robyn L MartinezBancwest Investment Services, Inc. (Bwis) otherU.S. Bancorp Investments, Inc. otherOtherFeb 7, 2017Jun 30, 2017 (143 d)
Andrew David SciannaSummit Financial Group Inc otherU.S. Bancorp Investments, Inc. otherOtherJan 24, 2017Jan 23, 2017
Marilyn F SmithMorgan Stanley wirehouseU.S. Bancorp Investments, Inc. otherOtherJan 6, 2017Jan 3, 2017
James Evan SarowBmo Harris Financial Advisors, Inc otherU.S. Bancorp Investments, Inc. otherOtherJan 4, 2017Jan 4, 2017
Craig R. KappTransamerica Retirement Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherDec 31, 2016May 15, 2017 (135 d)
Katherine Marie HooperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherDec 22, 2016Jan 3, 2017
Kevin James WhiteheadTd Ameritrade, Inc. no RAUMU.S. Bancorp Investments, Inc. otherOtherDec 19, 2016Feb 1, 2017 (44 d)
Kevin James WhiteheadTd Ameritrade Investment Management, LLC otherU.S. Bancorp Investments, Inc. otherOtherDec 19, 2016Feb 1, 2017 (44 d)
Michael Allen CurleyKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherDec 16, 2016Dec 20, 2016
Erin Michelle KreigerJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherDec 13, 2016Dec 13, 2016
Natalie Rebekah BarnettFifth Third Securities, Inc. otherU.S. Bancorp Investments, Inc. otherOtherDec 5, 2016Dec 5, 2016
Alison Anne CoacherWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherDec 1, 2016Dec 8, 2016
Robert Alvin CronWealthspire Advisors otherU.S. Bancorp Investments, Inc. otherOtherNov 29, 2016Mar 31, 2017 (122 d)
Christopher Calin McgrannAlliancebernstein L.P. otherU.S. Bancorp Investments, Inc. otherOtherNov 22, 2016Dec 5, 2016
Chad C BaselTransamerica Retirement Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherNov 18, 2016Sep 20, 2017 (306 d)
Ricardo J GarciaJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherNov 15, 2016Nov 7, 2016
Christopher Charles MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 31, 2016Nov 1, 2016
Katherine Marie GilesRBC Capital Markets, LLC national BDU.S. Bancorp Investments, Inc. otherOtherOct 27, 2016Nov 8, 2016
Richard Lewis FaatzCetera Investment Advisers LLC otherU.S. Bancorp Investments, Inc. otherOtherOct 26, 2016Oct 26, 2016
Joshua James McanallyWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 26, 2016Oct 24, 2016
Richard Carl SextonMsi Financial Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherOct 14, 2016Feb 2, 2017 (111 d)
Michael James CastilloStrategic Advisers LLC national BDU.S. Bancorp Investments, Inc. otherOtherOct 13, 2016Oct 4, 2016
Sue Park YoonWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 13, 2016Oct 14, 2016
Jerod Ashley TiltonPnc Wealth Management otherU.S. Bancorp Investments, Inc. otherOtherOct 5, 2016Sep 30, 2016
Daniel Heath TerrallWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 5, 2016Sep 28, 2016
Jacob August KujalaMsi Financial Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherOct 4, 2016Oct 11, 2016
John Myongkyun ImMorgan Stanley wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 3, 2016Sep 27, 2016
Julie L BrandtNorthwestern Mutual Investment Services,LLC no RAUMU.S. Bancorp Investments, Inc. otherOtherSep 30, 2016May 15, 2017 (227 d)
Tiffany Marie DarstKms Financial Services, Inc otherU.S. Bancorp Investments, Inc. otherOtherSep 26, 2016Oct 20, 2016
Brant Mark WiehardtNorthwestern Mutual Investment Services,LLC no RAUMU.S. Bancorp Investments, Inc. otherOtherSep 15, 2016May 16, 2017 (243 d)
Christopher Louis HutsonNorthwestern Mutual Investment Services,LLC no RAUMU.S. Bancorp Investments, Inc. otherOtherSep 13, 2016Sep 12, 2016
Michael McgriffBb&T Investment Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherAug 25, 2016Aug 31, 2016
Ashley M AmstadtBmo Harris Financial Advisors, Inc otherU.S. Bancorp Investments, Inc. otherOtherAug 19, 2016Dec 12, 2016 (115 d)
James Stuart LindererBfc Planning, Inc. otherU.S. Bancorp Investments, Inc. otherOtherAug 16, 2016Oct 13, 2016 (58 d)
Andrew Stephen MancusoJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherAug 15, 2016Aug 8, 2016
Mark Richard OlsonCuna Brokerage Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherAug 12, 2016Aug 11, 2016
Mark Thomas DefeoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherAug 11, 2016Jun 23, 2017 (316 d)
Andrew Wayne JoskiAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. otherOtherAug 8, 2016Oct 6, 2016 (59 d)
Page 14 of 26PreviousNext